| MERCER GLOBAL ADVISORS INC /ADV |
| 4.06% | 4.04% | #235 | $3.25B | 73.2M | $2.73B | 70.3M | +2.9M+4.13% | Add |
| Forum Financial Management, LP |
| 24.27% | 23.27% | #48 | $1.89B | 42.6M | $1.64B | 42.3M | +265,898+0.63% | Add |
| Focus Partners Wealth |
| 1.91% | 1.85% | #306 | $1.87B | 42.1M | $1.66B | 42.6M | -455,293-1.07% | Reduce |
| LPL Financial LLC |
| 0.18% | 0.18% | #636 | $822.1M | 18.5M | $680.3M | 17.5M | +1.0M+5.86% | Add |
| Focus Partners Advisor Solutions, LLC |
| 6.62% | 6.99% | #196 | $781.1M | 17.6M | $693.5M | 17.8M | -238,985-1.34% | Reduce |
| Apella Capital, LLC |
| 10.05% | 9.8% | #156 | $713.4M | 16.1M | $661.8M | 15.7M | +386,133+2.46% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.14% | 0.14% | #673 | $612.7M | 13.8M | $515.3M | 13.3M | +552,680+4.17% | Add |
| Savant Capital, LLC |
| 1.77% | 2.33% | #317 | $603.6M | 13.6M | $481.4M | 12.4M | +1.2M+9.83% | Add |
| Greenspring Advisors, LLC |
| 31.06% | 31.65% | #27 | $560.7M | 12.6M | $519.3M | 13.4M | -725,421-5.43% | Reduce |
| Rockwood Wealth Management, LLC |
| 34.59% | 33.59% | #21 | $547.3M | 12.3M | $469.3M | 12.1M | +261,034+2.16% | Add |
| SJS Investment Consulting Inc. |
| 45.28% | 43.82% | #3 | $416.0M | 9.4M | $358.7M | 9.2M | +146,060+1.58% | Add |
| Geometric Wealth Advisors |
| 43.45% | 42.32% | #6 | $401.7M | 9.1M | $338.0M | 8.7M | +357,663+4.11% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.47% | 0.45% | #492 | $371.2M | 8.4M | $324.0M | 8.3M | +31,296+0.38% | Add |
| Plancorp, LLC |
| 8.54% | 11.9% | #174 | $349.9M | 7.9M | $418.5M | 10.3M | -2.4M-23.70% | Reduce |
| Wealthspire Advisors, LLC |
| 1.83% | 2.29% | #310 | $334.9M | 7.5M | $291.6M | 7.5M | +43,777+0.58% | Add |
| MONOGRAPH WEALTH ADVISORS, LLC |
| 25.73% | 25.19% | #41 | $313.4M | 7.1M | $265.7M | 6.8M | +227,269+3.32% | Add |
| Symmetry Partners, LLC |
| 15.17% | 14.86% | #112 | $297.5M | 6.7M | $260.2M | 6.7M | +12,043+0.18% | Add |
| Allworth Financial LP |
| 1.22% | 1.21% | #346 | $286.7M | 6.5M | $299.6M | 7.7M | -1.2M-16.15% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.02% | 0.02% | #1045 | $263.9M | 5.9M | $228.1M | 5.9M | +77,683+1.32% | Add |
| Beacon Pointe Advisors, LLC |
| 1.21% | 1.21% | #347 | $261.1M | 5.9M | $229.3M | 5.9M | -15,019-0.25% | Reduce |
| TFO Wealth Partners, LLC |
| 27.56% | 24.65% | #34 | $253.4M | 5.7M | $181.3M | 4.7M | +1.0M+22.44% | Add |
| ASSETMARK, INC |
| 0.43% | 0.18% | #507 | $249.9M | 5.6M | $89.0M | 2.3M | +3.3M+146.05% | Add |
| Capstone Financial Advisors, Inc. |
| 11.98% | 11.61% | #141 | $245.9M | 5.5M | $215.6M | 5.5M | -2,999-0.05% | Reduce |
| Integrated Wealth Concepts LLC |
| 1.21% | 0.97% | #348 | $245.6M | 5.5M | $122.1M | 3.1M | +2.4M+76.20% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.06% | 0.06% | #838 | $238.7M | 5.4M | $179.2M | 4.6M | +770,349+16.71% | Add |
| HighTower Advisors, LLC |
| 0.23% | 0.22% | #608 | $232.9M | 5.2M | $211.2M | 5.4M | -183,816-3.38% | Reduce |
| AWM CAPITAL, LLC |
| 18.41% | 17.06% | #88 | $229.9M | 5.2M | $188.5M | 4.9M | +330,122+6.80% | Add |
| Vestmark Advisory Solutions, Inc. |
| 2.1% | 2.17% | #296 | $223.7M | 5.0M | $195.7M | 5.0M | +5,164+0.10% | Add |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
| 17.29% | 17.87% | #97 | $218.7M | 4.9M | $198.5M | 4.9M | +26,682+0.54% | Add |
| GeoWealth Management, LLC |
| 6.83% | 6.93% | #191 | $217.1M | 4.9M | $192.5M | 5.0M | -59,012-1.19% | Reduce |
| Modera Wealth Management, LLC |
| 2.28% | 2.25% | #288 | $213.4M | 4.8M | $187.7M | 4.8M | -20,365-0.42% | Reduce |
| Roehl & Yi Investment Advisors, LLC |
| 0.07% | — | #818 | $204.8M | 4,617 | $0 | 0 | +4,617 | New Buy |
| JFS WEALTH ADVISORS, LLC |
| 9.99% | 8.8% | #158 | $200.3M | 4.5M | $157.2M | 4.0M | +469,207+11.60% | Add |
| Baird Financial Group, Inc. |
| 0.27% | 0.27% | #570 | $198.1M | 4.5M | $171.5M | 4.4M | +52,341+1.19% | Add |
| Asset Dedication, LLC |
| 12.46% | 12.13% | #138 | $198.0M | 4.5M | $173.2M | 4.5M | +6,539+0.15% | Add |
| Cerity Partners LLC |
| 0.24% | 0.24% | #596 | $196.5M | 4.4M | $173.4M | 4.5M | -32,849-0.74% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.23% | 0.13% | #607 | $191.6M | 4.3M | $88.3M | 2.3M | +2.0M+90.15% | Add |
| Stratos Investment Management, LLC |
| 6.81% | 6.52% | #192 | $188.5M | 4.2M | $162.5M | 4.2M | +66,954+1.60% | Add |
| OneDigital Investment Advisors LLC |
| 1.59% | 1.53% | #328 | $188.4M | 4.2M | $156.7M | 4.0M | +213,234+5.29% | Add |
| PARK AVENUE SECURITIES LLC |
| 1.16% | 1.17% | #353 | $186.4M | 4.2M | $149.7M | 3.9M | +350,588+9.10% | Add |
| Pure Financial Advisors, LLC |
| 2.34% | 2.36% | #286 | $182.0M | 4.1M | $162.7M | 4.2M | -82,840-1.98% | Reduce |
| DecisionPoint Financial, LLC |
| 33.32% | 31.76% | #22 | $179.9M | 4.1M | $147.3M | 3.8M | +269,833+7.12% | Add |
| Austin Asset Management Co Inc |
| 25.37% | 26.5% | #45 | $177.8M | 4.0M | $157.1M | 4.0M | -33,761-0.84% | Reduce |
| Evanson Financial, LLC |
| 8.72% | — | #170 | $176.5M | 4.0M | $0 | 0 | +4.0M | New Buy |
| Burton Enright Welch |
| 20.72% | 19.78% | #67 | $176.4M | 4.0M | $145.5M | 3.7M | +232,530+6.21% | Add |
| Corient Private Wealth LLC |
| 0.13% | 0.23% | #695 | $175.6M | 4.0M | $163.4M | 4.2M | -246,547-5.86% | Reduce |
| Rockbridge Investment Management, LCC |
| 13.84% | 13.32% | #125 | $170.4M | 3.8M | $148.2M | 3.8M | +27,177+0.71% | Add |
| McGlone Suttner Wealth Management, Inc. |
| 19.89% | 19.47% | #76 | $169.5M | 3.8M | $147.0M | 3.8M | +38,758+1.02% | Add |
| Onyx Financial Advisors, LLC |
| 60.48% | 59.32% | #1 | $167.9M | 3.8M | $142.9M | 3.7M | +107,747+2.93% | Add |
| Triune Financial Partners, LLC |
| 34.97% | 34.05% | #18 | $167.5M | 3.8M | $143.2M | 3.7M | +90,262+2.45% | Add |
